Description
A rare and exciting opportunity has become available for a full-time Financial Advisor to join the team in Rockingham.
This role brings the opportunity to take over an existing client portfolio, as well as benefit from a steady stream of qualified internal leads to help grow business.
Who We Are – Viridian Financial Group
Viridian Financial Group was established in 2015 by a team who understood the life changing power of financial advice. Viridian now has over 450 professionals empowering clients and advice firms across Australia through Financial Advice, Lending, Investments and Digital Solutions.
We are united in purpose, and our strength lies in working together to deliver expert guidance tailored to meet the ever-changing needs of our clients’ and the advice industry.
About the Role
This full-time role will provide comprehensive financial planning services to existing and new clients. The successful candidate will provide on-going advice, guidance and maintain face to face and phone contact with existing clients. The Financial Advisor will be responsible in managing the ongoing relationship with the clients, while also being able to identify and source potential new clients.
Key Responsibilities
Prepare and conduct interviews and reviews for prospects and existing clients.
Provide financial planning advice that matches individual client needs.
Keep up to date with financial planning products and services and with financial market trends.
Build, train and maintain relationships with external referral sources.
Creation of new clients and retention of existing clients.
Comply with all instructions, procedures and processes of the business as required under the Australian Financial Services License.
Working at Viridian
In 2022, the firm achieved B Corp status with a B Impact score of 99.4 and in 2025 was recertified, increasing that score to 151. Viridian has been recognised as one “Best for the World” in the Workers Impact category, placing Viridian in the top 5% score by putting in place exemplary employee-friendly practices, such as ownership opportunities, job flexibility, and fair-chance hiring policies.
You will have access to a range of benefits centred around community and inclusivity:
Unique and generous leave benefits, such as Birthday Leave, Wellness Day, 13-week’s Primary Careers Leave and the ability to purchase additional Annual Leave.
Flexible work options with the ability to work from home.
Participation in our Viridian Team Community Program.
Discounted Medibank Corporate Health Cover.
Employee Assistance providing free and confidential counselling services to all employees and their families.
Knowledge, Skills & Experience
3-5 years’ experience as a Financial Advisor, with full FASEA compliance.
Knowledge of Xplan as well as proficiency in Microsoft Office Suite.
Excellent communication skills and relationship management.
Ability to work autonomously and part of a team.
Strong compliance, technical knowledge of legislative and regulatory requirements.
To Apply
We warmly welcome candidates who meet the above points under “knowledge, skills & experience” to apply.
Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Thursday 8th January 2025, however shortlisting will commence immediately.
